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Our webinar programme

Our webinar programme allows you to engage with our Technical and Investment Teams from afar, as they deliver a wealth of useful technical and market-related content.

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Our programme delivers a series of technical and investment webinars straight to your PC, so you can keep adding to your industry knowledge from home or your office.

Whether you’re new to the industry, or an experienced adviser looking for a refresher on some of the finer details, these sessions will ensure you’re up to date on the latest technical and market changes.

So, grab a drink and settle in for some structured CPD time.

How do you register?

Hit the ‘get your access link here’ button and enter your details to complete your registration. You’ll then receive a confirmation email from our team with the necessary event details.

Select a webinar below
Q1 2026 MPS and Funds update
James Flintoft
Head of Investment Solutions
AJ Bell Investments

Our Head of Investment Solutions, James Flintoft and our Head of Investment Research, Paul Angell, will review economies and markets and assess the prospective outlook before providing an update on Strategic Asset Allocation for 2026 and what it means for the AJ Bell Investments range.

This will be an interactive session with the opportunity to ask any questions you have on the presentation or on the service in general.

All scheduled broadcasts qualify for structured CPD.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

 

About James

Six months of the new Labour Government – the good, the bad and the ugly  
Rachel Vahey
Head of Public Policy
AJ Bell

Six months in and the Labour Government has already created a few waves, including the bombshell Autumn Budget pulling pensions into the inheritance tax regime and the proposals to create ‘megafunds’.

In this webinar, Rachel Vahey addresses both the achievements and the mistakes in financial planning made so far by Keir Starmer’s cabinet, and how this could play out into 2025. Rachel will also touch upon the policy changes AJ Bell believes are needed to develop the right framework for long-term saving, including creating an environment where consumers can feel confident about achieving their long-term goals.

Register for your access link.

The value of investments can go down as well as up, and your client may not get back their original investment. Tax and pension rules apply. For professional advisers’ use only.

 

About Rachel

Bubbles, bitcoin, and a bitter blow for active management
Laith Khalaf
Head of Investment Analysis
AJ Bell

Laith Khalaf provides a summary of markets as we enter 2025 and asks if the US stock market is in bubble territory. He’ll also be considering whether the case for investing in bitcoin has shifted, as well as looking at a big shake up in the investment trust sector as an activist US investor, Saba, tries to oust the boards of seven trusts. Finally, Laith will be exploring the recent performance of actively-managed funds. Spoiler alert: it’s not pretty. 

Register for your access link. 
 

About Laith

Trusts
Lisa Webster
Senior Technical Consultant
AJ Bell

In this session, Senior Technical Consultant, Lisa Webster looks at the workings of discretionary and absolute trusts. With case studies to demonstrate when different types of trusts are appropriate, she will cover the role of trustees, tax considerations and other practicalities.

All scheduled broadcasts qualify for structured CPD.

For professional advisers’ use only.

About Lisa

Onshore bonds and trusts
Joshua Croft
Senior Technical Consultant
AJ Bell

This session provides a clear and practical overview of onshore bonds, covering how they are structured, taxed, and used within financial planning. Especially important in light of frozen allowances and changing tax rules in the new tax year, Joshua will also explore how bonds can combine effectively with trusts for estate-planning strategies.

All scheduled broadcasts qualify for structured CPD.

For professional advisers’ use only.

About Joshua

Back to Basics – pensions and divorce
Joshua Croft
Senior Technical Consultant
AJ Bell

Aside from the marital home, pensions are often the biggest asset held but are frequently overlooked or not adequately considered when couples get divorced. Our Senior Technical Consultant, Joshua Croft, will look at the options available for dealing with pensions on divorce, packaged up with practical issues and pitfalls to watch out for.

All scheduled broadcasts qualify for structured CPD.

For professional advisers’ use only.

About Joshua

Back to Basics – pension benefits and how they are tested
Lisa Webster
Senior Technical Consultant
AJ Bell

In this session, Senior Technical Consultant, Lisa Webster looks at the options available to clients when accessing their pensions, including an overview of each option, how benefits are taxed, and when and how benefits are tested against the lump sum and lump sum and death benefit allowances (LSA / LSDBA).

All scheduled broadcasts qualify for structured CPD.

For professional advisers’ use only.

About Lisa

Pension death benefits rules and taxation of death benefits
Lisa Webster
Senior Technical Consultant
AJ Bell

The first episode in our pensions and inheritance tax series provides an important recap of the pension death benefit rules which will continue to apply in 2027 and beyond. This webinar also looks at the issue of trustee discretion when deciding who benefits, and how this will still be relevant in the new regime.

For deaths from 6 April 2027, pension death benefits will potentially be subject to both inheritance tax (IHT) and income tax. This webinar looks at how these taxes interact, the IHT reliefs available to pensions, and how the new rules might affect eligibility for the reduced rate of IHT when leaving gifts to charity.

All scheduled broadcasts qualify for structured CPD.

For professional advisers’ use only.

About Lisa

Back to Basics – pension contributions
Joshua Croft
Senior Technical Consultant
AJ Bell

In this session, Senior Technical Consultant, Joshua Croft will look at pension contributions, covering both member and employer contribution rules and excess contributions. He’ll also touch on the annual, and various other, allowances available, cover carry forward and tax relief, and will finish with some handy deadline reminders.

All scheduled broadcasts qualify for structured CPD.

For professional advisers’ use only.

About Joshua

Navigating complexity: investing in a world that won’t stand still
Ryan Hughes
Managing Director
AJ Bell Investments

Darwin observed that survival doesn’t belong to the strongest - it belongs to those that adapt.

Today’s investment environment is shifting rapidly: geopolitics, economic transitions, and technological change are constantly reshaping markets. In this world, investment approaches built on fixed assumptions risk becoming outdated.

In this session, AJ Bell Investments will explore why adaptability is becoming a critical investment advantage. Discover how our MPS combines experienced human judgement with powerful technology to stay flexible, challenge old assumptions, and respond to change. In an industry facing constant disruption, advisers should ask: is your MPS provider built to evolve - or built for yesterday’s markets?

About Ryan

Personal representative responsibilities and options for pension beneficiaries
Lisa Webster
Senior Technical Consultant
AJ Bell

When pension death benefits are included in the estate, the liability for reporting and paying the IHT will lie with the personal representative (PR). This session looks at the practicalities of what PRs need to do in relation to pensions, hoe withholding notcies operate, and when PRs can ask the scheme to pay the IHT. This session gives you the tools to help clients acting as PRs through this process, and gives tips on how good planning in a client's lifetime can ease the burden for those left behind.

Where the pension is subject to IHT, pension beneficiaries may have a choice of where the tax is paid from. This sessions looks at the options, and the factors to consider when deciding which is best. Where the client dies aged over 75, both IHT and income tax may be payable. If the IHT is paid from outside the pension, beneficiaries may be entitles to an income tax reclaim. This session includes case studies of how this works in practice.

All scheduled broadcasts qualify for structured CPD.

For professional advisers’ use only.

 

About Lisa

Planning: where do you take income from now and gifting from pensions
Lisa Webster
Senior Technical Consultant
AJ Bell

Potential double-taxation of pensions when the member dies over the age of 75 has led some people to think that the old normal of leaving the pensions until last is no longer the best option. However, the answer is more nuanced than it first appears. This session will look at case studies and the arguments for and against taking pension income first.

With pensions falling within the estate from April 2027, more clients are looking at ways of gifting from pensions during their lifetime. This session will look at the options available in terms of both gifting lump sums and making gifts out of income, and the important factors to consider when making these decisions.

All scheduled broadcasts qualify for structured CPD.

For professional advisers’ use only.

 

About Lisa

Get in touch

Got a question or want to provide feedback? Contact our events team below

Kirsty Zollinger
Kirsty Zollinger
Events Manager
Email Kirsty

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